Doliver Advisors’s Managed Duration Inv Grd Muni Fd MZF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-11,008
| Closed | -$148K | – | 398 |
|
|
2017
Q4 | $148K | Buy |
+11,008
| New | +$148K | 0.06% | 265 |
|
|
2014
Q1 | – | Sell |
-22,844
| Closed | -$283K | – | 299 |
|
|
2013
Q4 | $283K | Sell |
22,844
-8,369
| -27% | -$104K | 0.18% | 185 |
|
|
2013
Q3 | $398K | Sell |
31,213
-3,626
| -10% | -$46.2K | 0.24% | 168 |
|
|
2013
Q2 | $470K | Buy |
+34,839
| New | +$470K | 0.28% | 167 |
|